Daymark Wealth Partners’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
17,750
| – | – | 0.06% | 213 |
|
|
2025
Q1 | $1.44M | Hold |
17,750
| – | – | 0.06% | 199 |
|
|
2024
Q4 | $1.6M | Hold |
17,750
| – | – | 0.07% | 186 |
|
|
2024
Q3 | $1.75M | Buy |
17,750
+150
| +0.9% | +$14.8K | 0.07% | 181 |
|
|
2024
Q2 | $1.63M | Sell |
17,600
-750
| -4% | -$69.5K | 0.07% | 178 |
|
|
2024
Q1 | $1.74M | Hold |
18,350
| – | – | 0.09% | 140 |
|
|
2023
Q4 | $1.64M | Hold |
18,350
| – | – | 0.1% | 140 |
|
|
2023
Q3 | $1.34M | Buy |
18,350
+2,475
| +16% | +$181K | 0.09% | 147 |
|
|
2023
Q2 | $1.32M | Buy |
+15,875
| New | +$1.32M | 0.1% | 147 |
|